Berkley W R Corp
WRB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000011544
No open-market purchases or sales by Berkley W R Corp insiders were filed in the last 90 days; 954 institutions reported holding it in 13F filings for Q2 2026, worth $19.7B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Berkley W R Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 526
- +22 vs. Q1 2021
- Shares held
- 123.4M
- −857.0K (−0.7%) vs. Q1 2021
- Total value
- $9.17B
- −$175.4M (−1.9%) vs. Q1 2021
- New holders
- 60
- 177 more added
- Sold out
- 38
- 170 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 954 | $19.7B |
| Q1 2026 | 926 | $18.5B |
| Q4 2025 | 952 | $19.9B |
| Q3 2025 | 934 | $18.7B |
| Q2 2025 | 923 | $18.7B |
| Q1 2025 | 915 | $18.7B |
| Q4 2024 | 876 | $15.3B |
| Q3 2024 | 800 | $14.8B |
| Q2 2024 | 758 | $13.8B |
| Q1 2024 | 772 | $15.9B |
| Q4 2023 | 728 | $12.6B |
| Q3 2023 | 667 | $11.0B |
| Q2 2023 | 660 | $10.3B |
| Q1 2023 | 693 | $11.2B |
| Q4 2022 | 716 | $13.2B |
| Q3 2022 | 667 | $11.9B |
| Q2 2022 | 665 | $12.6B |
| Q1 2022 | 617 | $12.1B |
| Q4 2021 | 575 | $10.1B |
| Q3 2021 | 513 | $9.04B |
| Q2 2021 | 526 | $9.17B |
| Q1 2021 | 507 | $9.36B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 5 | $0 | 0.00% | −6,687−99.9% | Reduced |
| WestEnd Advisors, LLC | – | $148 | 0.00% | – | New |
| Exane Derivatives | 3 | $225 | 0.00% | +3 | New |
| Lindbrook Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $1.00K | 0.00% | +4+25.0% | Added |
| Glassman Wealth Services | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $2.00K | 0.00% | −22−51.2% | Reduced |
| First Horizon Corp | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 22 | $2.00K | 0.00% | +22 | New |
| Pacifica Partners Inc. | 29 | $2.00K | 0.00% | +29 | New |
| SOA Wealth Advisors, LLC. | 40 | $2.00K | 0.00% | +40 | New |
| Anchor Investment Management, LLC | 36 | $2.68K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Rocky Mountain Advisers, LLC | 73 | $5.00K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 73 | $5.00K | 0.00% | −4−5.2% | Reduced |
| Parkside Financial Bank & Trust | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 67 | $5.00K | 0.00% | +49+272.2% | Added |
| Farmers & Merchants Investments Inc | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 80 | $6.00K | 0.00% | −3−3.6% | Reduced |
| West Branch Capital LLC | 75 | $6.00K | 0.00% | +75 | New |
| Benjamin F. Edwards & Company, Inc. | 93 | $7.00K | 0.00% | −11−10.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 88 | $7.00K | 0.00% | +88 | New |
| Spire Wealth Management | 117 | $9.00K | 0.00% | −953−89.1% | Reduced |
| CVA Family Office, LLC | 125 | $9.00K | 0.00% | −20−13.8% | Reduced |
| Brown Brothers Harriman & Co | 124 | $9.00K | 0.00% | +9+7.8% | Added |
| Versant Capital Management, Inc | 116 | $9.00K | 0.00% | −3−2.5% | Reduced |
| TFC Financial Management | 124 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 124 | $9.00K | 0.01% | +67+117.5% | Added |
| Sentry Investment Management LLC | 136 | $10.0K | 0.00% | −1,287−90.4% | Reduced |
| Savior LLC | 136 | $10.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 129 | $10.0K | 0.00% | +129 | New |
| Capital Advisory Group Advisory Services, LLC | 144 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 145 | $11.0K | 0.00% | +32+28.3% | Added |
| Bogart Wealth, LLC | 177 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 179 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 225 | $17.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 229 | $17.0K | 0.00% | +16+7.5% | Added |
| Parallel Advisors, LLC | 243 | $18.0K | 0.00% | +53+27.9% | Added |
| Lake Point Wealth Management | 240 | $18.0K | 0.01% | +240 | New |
| CX Institutional | 249 | $19.0K | 0.00% | +18+7.8% | Added |
| Signaturefd, LLC | 265 | $20.0K | 0.00% | −7−2.6% | Reduced |
| Trust Co | 292 | $22.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $22.0K | 0.01% | – | – |
| Hoese & Co LLP | 300 | $22.0K | 0.02% | +300 | New |
| Huntington National Bank | 315 | $23.0K | 0.00% | +109+52.9% | Added |
| First Manhattan Co | 324 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 329 | $24.0K | 0.00% | +15+4.8% | Added |
| Benjamin Edwards Inc | 333 | $25.0K | 0.02% | +333 | New |
| Gemmer Asset Management LLC | 355 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 347 | $26.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 428 | $32.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 441 | $33.0K | 0.00% | −400−47.6% | Reduced |
| Duncker Streett & Co Inc | 450 | $33.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 458 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 486 | $36.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 480 | $36.0K | 0.00% | +480 | New |
| Tobam | 492 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 540 | $40.0K | 0.01% | −55−9.2% | Reduced |
| Pinnacle Bancorp, Inc. | 555 | $41.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 578 | $43.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 600 | $44.0K | 0.00% | −34−5.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 669 | $50.0K | 0.00% | +412+160.3% | Added |
| CWM, LLC | 741 | $55.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 734 | $55.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 750 | $56.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 750 | $56.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 825 | $61.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 850 | $63.0K | 0.00% | −92−9.8% | Reduced |
| Deseret Mutual Benefit Administrators | 883 | $66.0K | 0.02% | +883 | New |
| Geneos Wealth Management Inc. | 1,050 | $79.0K | 0.00% | −1,973−65.3% | Reduced |
| Heritage Wealth Advisors | 1,273 | $94.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,304 | $97.0K | 0.00% | −135−9.4% | Reduced |
| IFP Advisors, Inc | 1,379 | $102.0K | 0.00% | −660−32.4% | Reduced |
| HM Payson & Co | 1,373 | $102.0K | 0.00% | +1,373 | New |
| Rockbridge Investment Management, LCC | 1,410 | $105.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,624 | $121.0K | 0.08% | +1,500+1,209.7% | Added |
| Banque Cantonale Vaudoise | 1,738 | $129.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,853 | $138.0K | 0.03% | +1,853 | New |
| Ameritas Investment Partners, Inc. | 1,914 | $142.0K | 0.01% | −237−11.0% | Reduced |
| Fifth Third Bancorp | 1,904 | $142.0K | 0.00% | +24+1.3% | Added |
| Berman Capital Advisors, LLC | 1,993 | $148.0K | 0.02% | −9−0.4% | Reduced |